Eric Tolmie is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Commonwealth Financial Network since 2001. In addition to his advisory work, he owns a private entity, Eric C. Tolmie Financial Services, LLC, which provides tax preparation services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, enabling advisors to implement customized investment strategies.

Joseph Wardell is a financial advisor with Equity Services, Inc. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Equity Services, he worked at National Life Group and Aflac. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad range of clients, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading and utilizes multiple advisory platforms alongside third-party asset managers.

Megan Donnelly is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding Series 65 and Series 63 licenses and having 13 years of industry experience. She previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2015 to 2023. Megan is also a licensed Notary Public in the State of New York. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Ashley King is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. She has held roles at Ayco/Goldman Sachs & Co. LLC since 2011, including positions at The AYCO Company, L.P./Mercer Allied prior to joining Goldman Sachs. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm employs centralized investment resources and a mix of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Lee Lashombe is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 66 credentials. Lashombe has worked at Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, unified managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence of third-party advisory products, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

T. Rajchel is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 27 years of industry experience. He has been with Ayco/Goldman Sachs & Co. LLC since 2018 and previously worked at The Ayco Company, L.P./Mercer Allied for over two decades. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of specialized services such as Private Family Office support and Executive Wealth programs, leveraging resources across the broader Goldman Sachs organization.

Regina Pollack is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and five years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years at The Ayco Company, L.P., including a period under Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic and tactical allocation models, manager selection processes, and a variety of fee arrangements to tailor solutions, leveraging integrated capabilities across the broader Goldman Sachs organization.

Rachel Soka is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. She holds Series 65 and Series 63 registrations and has worked at several firms, including Royal Alliance Associates, Inc. and Atlas Private Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis along with various portfolio tools and legacy strategies.

Olivia Anastasy is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience and holds a Series 66 designation. Prior to joining Goldman Sachs, she worked at the Bank of New Hampshire and has been affiliated with Bentley University since 2020. Outside of her advisory role, she sells clothing through online retailers Mercari and Depop. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers specialized programs alongside access to alternative investments, leveraging resources across the Goldman Sachs ecosystem.

Allison Gido is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Her prior roles include positions at Kroll and BayCrest Partners. Outside of finance, she operated Beets Juice Bar for three years. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers customized investment solutions using a range of strategies and proprietary analytics, supported by the broader Goldman Sachs ecosystem and affiliated entities.

Gregory Reo is a Series 66-licensed financial advisor with Valic Financial Advisors in Troy, NY, bringing 10 years of industry experience. He has worked at Valic Financial Advisors since 2015 and is also associated with Agia. Outside of his advisory role, he is involved in tennis and squash instruction, including coaching the Siena College tennis club and organizing squash events at The Fort Orange Club. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

David Wronowski is a CFA® charterholder and holds a Series 63 license with 25 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and was previously with The Ayco Company, L.P./Mercer Allied from 2007 to 2020. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a combination of discretionary and non-discretionary managers within a large integrated financial group.

Timothy Bloomer is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors LLC. His background includes roles outside financial services, including positions at the University of Maine and Hopkinton Country Club. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Lionel Martina is a financial advisor at Citizens Securities, Inc. in Albany, NY, with two years of industry experience. He holds a Series 66 designation and has prior experience at Bank J. Safra Sarasin Ltd, Mercer (Nederland) B.V., and The Prudential Insurance Company of America. Outside of his advisory role, he serves as a general board member for a Dutch language and culture primary school. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers a range of investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

James Macarevey is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 20-year tenure at The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, he participates in cryptocurrency mining through SocialChain Inc. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Kristin Macdonald is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 15 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of tailored offerings, operating as part of a large integrated financial group with a broad array of services and affiliated entities.

Nickolas Cammarene is a Series 66 licensed advisor with Goldman Sachs Wealth Services, bringing two years of industry experience. He has worked previously at Marshalls and completed a four-year period at the University at Buffalo. Goldman Sachs Wealth Services serves a diverse clientele including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates extensive resources across the Goldman Sachs network to tailor investment strategies using advanced research and technology.

Shawn Conroy is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a decade at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jared Micheller is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining VOYA, he worked at Equitable Advisors, LLC. and spent over a decade at Skidmore College. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors, retirement plan sponsors, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures, including non-discretionary recommendation-based arrangements.

Timothy Schmidt is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and five years of industry experience. He previously worked at Neuberger Berman and has a diverse background including roles at Equitable Advisors and Northwestern Mutual. Outside of finance, he spent several years involved with St. Peter's Cemetery. Goldman Sachs Wealth Services caters to a wide range of clients including individuals, executives, plan sponsors, and institutions. The firm offers comprehensive financial planning and portfolio management, leveraging strategic allocation models and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.